We are live on ! Find out more
SIML

SWP Investment Management LLC Portfolio holdings

AUM $134M
1-Year Est. Return 30.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.5M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$967K
4
AAPL icon
Apple
AAPL
+$888K
5
BLK icon
Blackrock
BLK
+$876K

Top Sells

1
+$1.87M
2
+$1.68M
3
+$1.56M
4
LAZ icon
Lazard
LAZ
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.47M

Sector Composition

1 Technology 28.43%
2 Financials 15.96%
3 Healthcare 12.86%
4 Industrials 10.4%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 2.03%
4,811
+1,930
27
$1.71M 2.02%
13,831
+137
28
$1.63M 1.93%
13,831
+137
29
$1.61M 1.9%
4,060
+52
30
$1.6M 1.89%
8,613
+75
31
$1.59M 1.88%
22,930
+218
32
$1.57M 1.86%
21,135
-8,705
33
$1.56M 1.85%
4,397
+55
34
$1.55M 1.83%
15,675
+6,107
35
$1.54M 1.82%
2,712
+40
36
$1.52M 1.8%
14,505
+143
37
$1.51M 1.78%
6,545
+57
38
$1.49M 1.76%
4,061
+52
39
$1.24M 1.47%
40,241
+357
40
$1.02M 1.21%
4,510
+39
41
$971K 1.15%
3,723
+49
42
$961K 1.14%
+22,175
43
– –
-29,032
44
– –
-1,343
45
– –
-2,806
46
– –
-22,378
47
– –
-15,040
48
– –
-7,666
49
– –
-34,968
50
– –
-7,062
1
2
3